Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,110 | $105,867-69.7% | $90,760-64.6% | $134,532-76.1% |
| Participation rate | 94.1% | 78.3%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -13.51% | -10.99%-2.5pp | -12.16%-1.4pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,310 | $3,464-33.3% | $2,922-20.9% | $4,741-51.3% |
| Participant deferral / active EE | $3,994 | $5,217-23.5% | $4,565-12.5% | $6,401-37.6% |
| Admin fee / account holder | $1,697 | $13,936-87.8% | $8,444-79.9% | $11,429-85.2% |